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Institutional Holdings

← SEC Filings

Funds Activity Sectors Common Holdings

13F filings are submitted 45 days after quarter-end, meaning holdings shown here can be up to 135 days old. Positions may have changed significantly since filing. Use as a directional signal, not a current snapshot.

Blacksheep Fund Management Ltd

Next filing ≈ Aug 14, 2026

TRANSDIGM GROUP INC$53M

MICROSOFT CORP$48M

MASTERCARD INCORPORATED$44M

LIBERTY MEDIA CORP DEL$30M

Smith & Howard Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$84M

J P MORGAN EXCHANGE TRADED F$22M

VANGUARD TAX-MANAGED FDS$17M

ISHARES INC$13M

Vivid Wealth Management, LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST II$23M

INVESCO QQQ TR$17M

SPDR SERIES TRUST$15M

Hillcrest Wealth Advisors - NY, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$58M

VANGUARD TAX-MANAGED FDS$19M

VANGUARD INTL EQUITY INDEX F$14M

Buska Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$31M

VANGUARD WHITEHALL FDS$27M

SPDR SERIES TRUST$26M

INVESCO QQQ TR$14M

Valued Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$43M

AMERICAN CENTY ETF TR$32M

DIMENSIONAL ETF TRUST$31M

DIMENSIONAL ETF TRUST$27M

AMERICAN CENTY ETF TR$16M

American State Bank (Iowa)

Next filing ≈ Nov 14, 2026

NVIDIA CORPORATION$22M

INVESCO QQQ TR$11M

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

YUM CHINA HLDGS INC$27M

TAIWAN SEMICONDUCTOR MFG LTD$21M

PDD HOLDINGS INC$20M

LEGEND BIOTECH CORP$17M

CHINA YUCHAI INTL LTD$12M

Verisail Partners, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$85M

DIMENSIONAL ETF TRUST$45M

DIMENSIONAL ETF TRUST$23M

DIMENSIONAL ETF TRUST$23M

DIMENSIONAL ETF TRUST$22M

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$22M

SPDR SERIES TRUST$17M

STATE STR SPDR S&P 500 ETF T$17M

VANGUARD INDEX FDS$12M

VANGUARD INDEX FDS$11M

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$34M

VANGUARD SCOTTSDALE FDS$28M

VANGUARD INDEX FDS$26M

VANGUARD INTL EQUITY INDEX F$17M

VANGUARD SCOTTSDALE FDS$15M

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$41M

SCHWAB STRATEGIC TR$37M

VANGUARD TAX-MANAGED FDS$23M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$15M

Wealth Analytics Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$47M

VANGUARD INDEX FDS$46M

VANGUARD BD INDEX FDS$25M

VANGUARD SCOTTSDALE FDS$14M

VANGUARD SPECIALIZED FUNDS$12M

Vernal Point Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$126M

VANGUARD SCOTTSDALE FDS$28M

VANGUARD INDEX FDS$25M

VANGUARD SCOTTSDALE FDS$14M

FIRST TR EXCHANGE-TRADED FD$13M

Retirement Planning Co of New England, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$9M

INVESCO QQQ TR$7M

ZEVRA THERAPEUTICS INC$6M

ALPHABET INC$5M

CALDWELL SUTTER CAPITAL, INC.

Next filing ≈ Aug 14, 2026

PERMA-PIPE INTL HLDGS INC$7M

CATERPILLAR INC$6M

KINETIK HOLDINGS INC COM$6M

PLUMAS BANCORP$5M

Investment Research Partners LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$9M

Mirabaud & Cie SA

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$39M

MICROSOFT CORP$30M

ALPHABET INC$23M

Pilgrim Partners Asia Pte Ltd

Next filing ≈ Aug 14, 2026

ISHARES BITCOIN TRUST ETF$67M

INVESCO QQQ TR$35M

STATE STR SPDR S&P 500 ETF T$23M

VANGUARD INDEX FDS$17M

INTERACTIVE BROKERS GROUP IN$9M

HighMark Wealth Management LLC

Next filing ≈ Aug 14, 2026

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$134M

ALPS ETF TR$27M

GLOBAL X FDS$24M

Nut Tree Capital Management, LP

Next filing ≈ Aug 14, 2026

GRUPO AEROMEXICO SAB DE CV$90M

AVEANNA HEALTHCARE HLDGS INC$83M

BRIGHTSPIRE CAPITAL INC$62M

VISTANCE NETWORKS INC$11M

Kinloch Capital, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCH TRADED FD III$15M

VANGUARD WORLD FD$10M

FIRST TR EXCHANGE-TRADED FD$8M

VANGUARD WORLD FD$7M

CHEVRON CORPORATION$6M

Shared Vision Wealth Group LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$12M

GP Brinson Investments LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$102M

VANGUARD TAX-MANAGED FDS$55M

VANGUARD INTL EQUITY INDEX F$22M

Flagship Private Wealth, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$16M

INVESCO QQQ TR$10M

Exeter Financial, LLC

Next filing ≈ Aug 14, 2026

FIRST TR ENHANCED EQUITY$12M

VANGUARD BD INDEX FDS$11M

MICROSOFT CORP$7M

Aspect Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$25M

ISHARES MSCI EAFE SMALL-CAP ETF$19M

STATE STREET SPDR S&P 500 ETF$18M

ISHARES CORE MSCI EAFE ETF$16M

ALPHA ARCHITECT 1-3 MONTH BOX ETF$14M

4873–4900 of 7980 funds

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Source: SEC EDGAR 13F-HR filings. Data reflects the most recent quarterly report per fund.